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Non-Tech : PERFUMANIA.COM . . PRFM . . .FOR LONGS ONLY

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To: Matt Brown who wrote (424)	1/27/1999 4:06:00 PM
From: stokaholic	Read Replies (2) of 2489

Looks like you got your wish....9 5/32 looks like close to final price, if not final. I sold every stock I owned, including BGP, the biggest piece of crap on the NYSE at mid-day today, and bought puts on the market. I think the combo of Brazil, Russia, impeachment, generally poor corporate earnings (they look ok only against revised estimates) and a pending economic slowdown related to resources being pushed at Y2K will all weigh heavily on the market in the near term. I also did not like the lack of broader market support for the strong earnings of the nets. Oh--I did keep one stock, PRFM :) S

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